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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6303 results found

  1. Be able to add SMS verification to bundled documents.

    3 votes

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  2. For example -- so that each line item discount % would automatically be what is entered for the

    4 votes

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  3. 4 votes

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  4. change custom variable format

    6 votes

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  5. 10 votes

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  6. Option to add stroke to the text. For example, if to put black text on a black background, it would be invisible.

    1 vote

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  7. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  8. Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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  9. Option for column totals in the pricing table

    13 votes

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    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    45 votes

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  10. 2 votes

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  11. PandaDoc cannot be used with documents that contain Hebrew via the API.

    Dynamic fields that are embedded in a document that contains Hebrew are not identified correctly, causing the placeholder of the field to appear instead of the field itself.

    Despite having the field properly defined in the document and appear correctly in the PDF, PandaDoc reads the field incorrectly, typically with one of the curly braces reversed: {field-name {
    Additionally, sometime PandaDoc adds an extra space before/after the field name.

    This can be solved in various ways. One simple way is to allow to use the pipe symbol instead…

    11 votes

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    0 comments  ·  API  ·  Admin →
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  12. e.g. Specify "Page 1 of 10" to start on page 3, and "Page 2 of 10" to start on page 4, etc....

    1 vote

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  13. 7 votes

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  14. For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf

    13 votes

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    2 comments  ·  Forms  ·  Admin →
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  15. Goal is to have payment enabled to document. We are using the "Create Document from PDF" (https://developers.pandadoc.com/reference/new-document#create-document-from-pdf) approach as we already have well-designed documents ready to send. The limitation with this approach is that we are unable to enable payment or set custom payment amount through API. This is the only limitation that makes our business process incomplete.

    We can set custom payment to document from PandaDoc site but not through public API.

    12 votes

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    2 comments  ·  Payments  ·  Admin →
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  16. 16 votes

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  17. If a Form has a pricing table with optional items and a payment integration, a recipient does not get the option to select an optional item before being asked to pay.

    1 vote

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  18. Ability to set set a custom sequence number on a document whether it was previously used or not

    1 vote

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  19. 1 vote

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